Recap: Preparing to Issue Equity Learning Lab (Oct. 22, 2026)

Thanks to everyone who joined Brianne Villamor and Stuart Barcenas for part three of our Preparing to Issue Equity series. Watch the recording:

What we covered:

• Company settings: user permissions, signatories and transaction settings (full access is required to issue equity)

• Updating share classes and equity incentive plans by uploading amended documents

• Setting up securities templates and vesting schedules for ISOs, NSOs and RSUs

• Drafting and issuing certificates and equity awards, including board approval and consent workflows

• Using the Carta cap table plugin for Claude to issue multiple grants at once

Questions from the room:

• How does Carta check SAFE conversion math? The document reader pulls key terms automatically, and board minutes can be generated for single-topic approvals.

• What if an agreement and a grant differ? The terms on the grant control.

• Does the plugin work on every plan? It should be available at any subscription level, though enterprise users may need approval for connector access.

• Early exercise only shows for eligible holders when the transaction setting is enabled.

Have a follow-up question? Reply below.